WHO WE Are
At Cognis Group, we believe there’s no such thing as an “average” investor. That’s why we take a personalized, goals-based approach to wealth management – crafting tailored solutions to help you grow and protect your wealth to achieve retirement success. Our fiduciary advisors will guide you every step of the way, providing the expertise and support that you need to retire your way.
• Fiduciary advisors, legally and ethically obligated to put our clients’ interests above our own.
• Hyper-personalized solutions crafted around your unique needs, goals, and aspirations.
• Fee-only advisors – compensated by our clients directly, do not accept commissions/payments from 3rd parties.
OUR INVESTMENT PHILOSOPHY
Our vision is a world where everyone has access to the tools and knowledge to achieve their dream retirement. We believe that a decent retirement is a right that should be accessible to all.
We are backed by a team of CFA Charterholders, CFPs, Plan Consultants, and maintain strategic
relationships with industry renowned Asset Managers and Recordkeepers. Our team is not only well-versed in the complexities of retirement planning but also deeply committed to understanding your unique goals, challenges, and aspirations. Our vision is a world where everyone has the tools and knowledge to achieve their dream retirement. We are driven by the desire to empower you to retire your way, and we’re here to guide you every step of the way.
Our Founder
Andrew Mulindwa, PhD., CFA, FRM
Managing Principal
Andrew, a former Professor of Finance, has successfully transitioned into the role of Investment Advisor, leveraging his extensive academic research and deep understanding of financial markets to empower our clients to achieve retirement readiness.
Over his decade-long academic career, Andrew inspired many students to pursue careers in finance. Currently as managing principal at Cognis Group, he utilizes his analytical skills and financial expertise to oversee and develop investment strategies and hyper-personalized retirement solutions for our clients.
Andrew holds a BS in accounting from the University of Nevada, LV and an MBA/MSF degree in finance from Boston College. He further earned his PhD in financial economics from the University of New Orleans, LA.
Andrew is also a Chartered Financial Analyst (CFA) and a certified Financial Risk Manager (FRM).
BRINGING THE FUTURE INTO THE PRESENT
From retirement planning, investment strategies, tax optimization, to estate planning, we offer personalized solutions tailored to your unique circumstances.
Address
2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
Phone
(480) 364-7401
We specialize in personalized retirement solutions for small & mid-sized businesses, the self-employed, and individual investors in healthcare.
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LEGAL DISCLOSURE
Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Phoenix AZ. Cognis Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients. A copy of our current written disclosure statement (Form ADV-Part 2) discussing business operations, services and fees is available upon request or may be downloaded here.
This website does not constitute an offer to provide investment advisory services in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this site is for informational purposes only and should not be construed as financial, investment, legal, tax, or other advice. By accessing this website, you agree to be bound by the above terms and conditions.
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